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cfo-advisor

Generates SaaS financial models, unit economics, and investor reporting packages for CFO workflows.

1|Updated May 10, 2026
Search Tags:#financial modeling#cash flow#unit economics#fundraising#cfo#saas metrics#investor reporting
One-click install
npx skills add https://github.com/Tgoldi/claude-skills --skill cfo-advisor-tgoldi
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: cfo-advisor
Source: https://github.com/Tgoldi/claude-skills/tree/main/cfo-advisor
Command: npx skills add https://github.com/Tgoldi/claude-skills --skill cfo-advisor-tgoldi

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve? Finance leaders and founders often lack a structured framework for building financial models, calculating SaaS unit economics, preparing investor reports, and managing cash runway, leading to inconsistent metrics and missed fundraising readiness signals. ## Core Features & Use Cases - Unit Economics & Benchmarks: Calculates CAC, LTV, CAC Payback, NRR, Burn Multiple, and Rule of 40, flagging metrics outside benchmark ranges. - Financial Modeling & Cash Management: Builds 3-year revenue and expense models, 13-week cash flow forecasts, and month-end close timelines with quality checklists. - Investor & Board Reporting: Produces monthly metrics packages, board presentation structures, and due diligence data room checklists. - Use Case: A Series-A SaaS company preparing for a Series B raise uses this Skill to compute its burn multiple, assemble a board financial presentation, and build a due diligence data room checklist. ## Quick Start Act as my fractional CFO and calculate our unit economics and runway from $3M ARR, $350K monthly burn, and $5.2M cash, then recommend fundraising timing.

Frequently Asked Questions about cfo-advisor

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I calculate SaaS unit economics like CAC and LTV?▼

CAC equals sales plus marketing spend divided by new customers, and LTV equals ARPU times gross margin times customer lifetime. The Skill computes these along with CAC Payback and LTV:CAC ratio, flagging results outside benchmark ranges such as the 3:1 LTV:CAC target.

What is a good burn multiple for a SaaS company?▼

Burn multiple equals net burn divided by net new ARR. Below 1.0x is excellent, 1.0-1.5x is good, 1.5-2.0x is average, and above 2.0x needs improvement, which matters when preparing for a fundraise.

How do I prepare a due diligence data room for fundraising?▼

A data room needs three years of historical financials, monthly P&L by segment, ARR cohort analysis, unit economics, and revenue recognition policy, plus a 3-5 year model with documented assumptions, sensitivity analysis, and use of funds breakdown.

What should a monthly investor metrics package include?▼

It should cover financial highlights (revenue, gross margin, cash balance, runway), revenue metrics (ARR, net new ARR, NRR, logo churn), and efficiency metrics (CAC, CAC payback, burn multiple), each compared against plan.

How does ASC 606 revenue recognition apply to SaaS?▼

ASC 606 follows five steps: identify the contract, identify performance obligations, determine transaction price, allocate price to obligations, and recognize revenue when satisfied. SaaS-specific considerations include subscription versus usage revenue, implementation services, and multi-year contracts.

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